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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,977 | $81,870-76.8% | $119,622-84.1% | $68,486-72.3% |
| Participation rate | 46.7% | 71.9%-25.2pp | 79.3%-32.6pp | 67.9%-21.2pp |
| Annual return | -17.71% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $912 | $2,692-66.1% | $4,232-78.5% | $2,597-64.9% |
| Participant deferral / active EE | $1,563 | $4,148-62.3% | $5,601-72.1% | $4,028-61.2% |
| Admin fee / account holder | $11,842 | $6,583+79.9% | $10,328+14.7% | $5,404+119.1% |